Director of Planned Giving

Fairfax, VA
Commensurate with education and experience
Apr 30, 2022
Aug 26, 2022
Full Time
Director of Planned GivingThe George Mason University, Office of Advancement and Alumni Relations, invites qualified candidates to apply for a full-time Director of Planned Giving. The University Advancement division is a comprehensive development and alumni relations enterprise with a staff complement of approximately 135 full-time employees. Functional units within Advancement include development/fundraising, alumni relations, stewardship and donor relations, advancement communications, special events, gift processing, research, prospect management, gift planning, corporate and foundation relations, information systems and management, and infrastructure services.Advancement's mission is to build strong, lifelong relationships with George Mason University's alumni and constituents, while matching their philanthropic interests with the university's aspirations and priorities. The division is committed to serving the needs of the university, our alumni, and the greater community by providing access to quality education and lifelong learning. Respect, service, integrity, collaboration, diversity, transparency, and creativity are the values that guide our work and culture.George Mason University has a strong institutional commitment to the achievement of excellence and diversity among its faculty and staff, and strongly encourages candidates to apply who will enrich Mason's academic and culturally inclusive environment.This position also offers:Potential for flexible telework and hybrid telework schedulingCompetitive salaryOutstanding benefits including:Health & life insurance, multiple industry-leading retirement plans available including state VRS Hybrid Retirement Plan, accrued paid days off per year, paid holidays, paid winter break, paid sick leave, professional development, tuition reimbursement at GMU, and employee assistance programs.Responsibilities:The Director of Planned Giving holds primary responsibility for gifts of estates, trusts, and various other financial venues that reflect financial planning and deferred giving opportunities. The Director of Planned Giving serves as fundraising liaison to several University areas and prepares written materials, including having primary responsibility for training and support for other staff members working with donors on deferred and planned gifts such as trusts, charitable annuities, life insurance, wills, and bequests.The Director of Planned Giving reports to the Associate Vice President of Development, Central and Units, and must also work collaboratively with the other Development senior staff and colleagues across the University.Duties include:Implement short- and long-term planned giving goals and strategies to build upon existing commitments and expand the current donor base pipeline to support George Mason University;Support the overall long-term financial strength and endowment of the University by visiting with donors and prospective donors about a variety of gift possibilities, particularly deferred and planned gifts;Carry and manage a portfolio of planned giving donors and prospects for cultivation, solicitation, and stewardship;Provide expertise in structuring complex gifts and working with colleagues to close new planned gift intentions;Enhance donor gift planning and giving by remaining current in areas of gift possibilities available at George Mason University and the current laws and regulations governing such gifts;Create positive donor relations by assuming primary responsibility for providing technical support and options regarding planned and deferred gifts;Provide support to Advancement staff, University leadership, and GMUF by offering seminars on planned and deferred gifts to members of the professional staff;Help the university to meet fundraising goals by having a thorough understanding of current capital projects, need for endowments, gifts, and giving programs available at Mason, and the advantages of membership in various gift recognition societies;Manage multi-channel marketing and communications efforts to promote planned giving to prospective donors and help build a robust pipeline of donors and prospects;Collaborate with colleagues across Advancement & Alumni Relations and the Annual Giving team to develop a strategic, comprehensive approach to generating planned gift support for Mason, leveraging donors from both the mid-level and direct response program;Oversee effective handling and processing of estate gift administration to ensure appropriate stewardship and closure of realized gifts;Assist with managing the internal budget, track all invoices/expenses, provide regular updates to the Associate Vice President, and manage vendor relationships;Direct and oversee stewardship and recognition programs for planned giving donors and ensure effective regular communication and retention.Required Qualifications:Bachelor's degree required;5-10 years of experience in planned giving fundraising for non-profit organizations;Proven success in closing traditional and complex planned gifts, including but not limited to, bequests, gift annuities, remainder trusts, and gifts of real estate;Thorough understanding of current laws and regulations pertaining to fundraising, especially planned gifts;Exceptional interpersonal skills with all age groups;Must have demonstrated written, oral, and listening skills with the ability to communicate effectively with donors and staff;Organizational skills, particularly planning, managing deadlines, and evaluating progress;The position is paperwork-intensive and requires skills in proofreading and editing, attention to detail, and follow-through;Must be knowledgeable of industry trends and best practices for marketing and communicating with gift planning audiences;Demonstrated ability to manage multiple projects and deadlines while maintaining disciplined adherence to program goals;Demonstrated promotion of a collaborative fundraising culture and strong work ethic;Ability to maintain professionalism while completing responsibilities in a precise, dedicated, and flexible manner;Possess a positive, enthusiastic attitude as well as proven success as a strong, diplomatic mentor;Strong moral character and ethical behavior;Proficiency with Microsoft Office Suite; andProficiency with CRMs and generating reports.Preferred Qualifications:Advanced degree; andCampaign experience.

For full consideration, applicants must apply at; complete and submit the online application; and upload a cover letter, resume, and a list of three professional references with contact information.Nominations and ApplicationsReview of application materials will begin immediately and continue until the position is filled. All requests for information, written nominations, confidential inquiries, and all application materials should be directed in confidence to:Susan VanGilder, Managing DirectorKenna Boyd, Managing AssociateStorbeck

"Great Careers Begin at Mason! George Mason University is an innovative, entrepreneurial institution with national distinction in both academics and research. Mason holds a top U.S. News and World Report "Up and Coming" spot for national universities and is recognized for its global appeal and excellence in higher education.Mason is currently the largest and most diverse university in Virginia with students and faculty from all 50 states and over 135 countries studying in over 200 degree programs at campuses in Arlington, Fairfax and Prince William, as well as at learning locations across the commonwealth. Rooted in Mason's diversity is a campus culture that is both rewarding and exciting, work that is meaningful, and opportunities to both collaborate and create.If you are interested in joining the Mason family take a look at our current opportunities and catch some Mason spirit at!George Mason University, Where Innovation is Tradition."

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